WSHFX vs. JENSX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Jensen Quality Growth Fund (JENSX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. JENSX is managed by Jensen. It was launched on Aug 3, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSHFX or JENSX.
Correlation
The correlation between WSHFX and JENSX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WSHFX vs. JENSX - Performance Comparison
Key characteristics
WSHFX:
0.07
JENSX:
-0.28
WSHFX:
0.21
JENSX:
-0.25
WSHFX:
1.03
JENSX:
0.96
WSHFX:
0.07
JENSX:
-0.22
WSHFX:
0.27
JENSX:
-0.60
WSHFX:
4.22%
JENSX:
8.94%
WSHFX:
17.36%
JENSX:
19.04%
WSHFX:
-53.26%
JENSX:
-47.93%
WSHFX:
-8.45%
JENSX:
-18.69%
Returns By Period
In the year-to-date period, WSHFX achieves a -1.78% return, which is significantly higher than JENSX's -3.95% return. Over the past 10 years, WSHFX has outperformed JENSX with an annualized return of 5.60%, while JENSX has yielded a comparatively lower 4.27% annualized return.
WSHFX
-1.78%
-2.68%
-5.61%
0.79%
9.42%
5.60%
JENSX
-3.95%
-1.25%
-14.25%
-6.65%
4.05%
4.27%
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WSHFX vs. JENSX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is lower than JENSX's 0.81% expense ratio.
Risk-Adjusted Performance
WSHFX vs. JENSX — Risk-Adjusted Performance Rank
WSHFX
JENSX
WSHFX vs. JENSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Jensen Quality Growth Fund (JENSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WSHFX vs. JENSX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 1.37%, more than JENSX's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 1.37% | 1.35% | 1.63% | 1.90% | 1.35% | 1.69% | 1.76% | 2.00% | 1.78% | 1.85% | 2.04% | 1.96% |
JENSX Jensen Quality Growth Fund | 0.55% | 0.64% | 0.82% | 0.85% | 0.64% | 0.94% | 1.03% | 0.99% | 0.91% | 1.14% | 1.29% | 1.00% |
Drawdowns
WSHFX vs. JENSX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.26%, which is greater than JENSX's maximum drawdown of -47.93%. Use the drawdown chart below to compare losses from any high point for WSHFX and JENSX. For additional features, visit the drawdowns tool.
Volatility
WSHFX vs. JENSX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Jensen Quality Growth Fund (JENSX) have volatilities of 11.90% and 11.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.